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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
626
Principle Wealth Partners
Connecticut
$542K – – –
Coldstream Capital Management
627
Coldstream Capital Management
Washington
$539K +$496K +1,912 New
Davenport & Co
628
Davenport & Co
Virginia
$538K +$99.9K +385 +25%
OWA
629
Outlook Wealth Advisors
Texas
$533K +$15.8K +61 +3%
Cowen and Company
630
Cowen and Company
New York
$530K +$487K +1,878 New
CPA
631
Clear Perspective Advisors
Illinois
$521K – – –
Group One Trading
632
Group One Trading
Illinois
$518K +$476K +1,835 New
KOCAA
633
Knights of Columbus Asset Advisors
Connecticut
$516K +$4.15K +16 +0.9%
TAM
634
Trust Asset Management
Texas
$514K – – –
F.L. Putnam Investment Management
635
F.L. Putnam Investment Management
Massachusetts
$511K +$1.04K +4 +0.2%
TFO
636
Tarbox Family Office
California
$507K – – –
SP
637
Symmetry Partners
Connecticut
$500K -$217K -836 -32%
ACM
638
Allred Capital Management
Texas
$494K +$30.4K +117 +7%
SIM
639
Stratos Investment Management
Ohio
$489K -$207K -799 -32%
Lido Advisors
640
Lido Advisors
California
$489K +$115K +443 +34%
Fort Washington Investment Advisors
641
Fort Washington Investment Advisors
Ohio
$487K -$10.4K -40 -2%
FPS
642
Fieldpoint Private Securities
Connecticut
$487K +$234K +901 +109%
United Capital Financial Advisors
643
United Capital Financial Advisors
Texas
$485K +$9.86K +38 +2%
AMG National Trust Bank
644
AMG National Trust Bank
Colorado
$480K – – –
GDP
645
Great Diamond Partners
Maine
$473K +$8.3K +32 +2%
Metis Global Partners
646
Metis Global Partners
California
$472K +$434K +1,672 New
Cetera Investment Advisers
647
Cetera Investment Advisers
Illinois
$465K +$29.6K +114 +7%
BBNA
648
Bremer Bank National Association
Minnesota
$462K -$19.7K -76 -4%
PA
649
PFG Advisors
Arizona
$462K +$20.8K +80 +5%
MCWA
650
Meadow Creek Wealth Advisors
Georgia
$449K +$413K +1,591 New